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Advyzon Investment Management’s Simplify Interest Rate Hedge ETF PFIX Stock Holding History

Advyzon Investment Management’s Portfolio PFIX Stock Details PFIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.04M Buy
+70,177
New +$3.24M 0.22% 103
2025
Q4 		– Sell
-61,855
Closed -$2.98M – 594
2025
Q3 		$2.98M Buy
61,855
+40,982
+196% +$2.21M 0.51% 44
2025
Q2 		$1.1M Buy
+20,873
New +$1.17M 0.24% 89

Other funds holding PFIX

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
DHC
Drum Hill Capital Westport, Connecticut $98M AUM 37.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TTA
Thor Trading Advisors Greensburg, Pennsylvania $319M AUM 25.74% 1-Year Est. Return
FIG
FSA Investment Group Pensacola, Florida $308M AUM 17.64% 1-Year Est. Return

Advyzon Investment Management's PFIX Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in Simplify Interest Rate Hedge ETF (PFIX) in Q2 2026: 70,177 shares worth $3.04M. The stake represents 0.22% of the portfolio and ranks #103 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in PFIX as recently as Q3 2025.

Advyzon Investment Management first reported a position in PFIX in Q2 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold PFIX as of Q2 2026.

  • Advyzon Investment Management held 70,177 shares of Simplify Interest Rate Hedge ETF worth $3.04M as of Q2 2026.
  • Simplify Interest Rate Hedge ETF was a new Advyzon Investment Management position in Q2 2026.
  • Simplify Interest Rate Hedge ETF made up 0.22% of Advyzon Investment Management's portfolio in Q2 2026, its #103 holding.
  • Advyzon Investment Management first reported a position in Simplify Interest Rate Hedge ETF in Q2 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Simplify Interest Rate Hedge ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.